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Executive Overview Dashboard

When designing your own Executive Overview Dashboard, ask yourself and your intended audience what is needed to provide insights into work intake, portfolios, resources, and financials. Include report visualizations that will inform your executives and stakeholders, enabling them to make strategic decisions and providing them answers to questions they are asking, such as:

  • Are we working on the right projects to support our business goals and objectives?
  • Do we have enough people with the right skills available to complete the work?
  • Are we within budget and getting the expected return on investment?
  • Do we have the right mix of projects and products to meet our strategic initiatives? 

The dashboard below is a sample summary demonstrating requested work flowing through the organization, project and financial alignment to strategic objectives, project health status, portfolio financial status, and portfolio work details and progress; feel free to use it as a starting point and add other reports as helpful. Remember to include drill downs on individual reports for access to more details as appropriate.

Executive Overview Dashboard.png

 

Design View Selection Comments
General

Title: <enter a meaningful title>

 

 

Content (general)

Search or browse for the reports you want to add to the dashboard, then either drag and drop into the Preview area, or select and click the Add button. Once they appear in the Preview pane, click and drag to rearrange or hover and click a bottom corner to resize.

For the specific Content reports listed below, ideally you will be able to identify corresponding fields to match the spirit of each report visualization you want to include on your own dashboard. If you do not have one or more fields, you can add them to your relevant entity details (standard fields, user defined fields, or calculated fields) and bulk edit or data import to provide field values as appropriate.

 

Content report - Project Request Assessment (Bubble)

Proj Req Assessment.png

This is the Intake Request Risk vs. Value report recipe.

 

Content report - Requests by Gate (Donut)

Requests by Gate.png

This is similar to the Project Logs donut report recipe, except for:

  • General - choose Topic 'Request'
  • Data - choose

    • Group By: Request > Current Gate

    • Values: Request > Count

  • Variable Settings - choose Organization (if anything)

 

Content report - Projects by Strategy (Pie: Basic)

Projects by Strategy.png

This is similar to the Allocated Cost by Role report recipe, except for:

  • General - choose Topic 'Project'
  • Data - choose

    • Group By: Strategy (or other field representing strategic or business objective)

    • Values: Count

 

Content report - Portfolio Health Status (Pie: Basic)

Portfolio Health Status.png

This is similar to the Allocated Cost by Role report recipe, except for:

  • General - choose Topic 'Project'
  • Data - choose

    • Group By: Overall RAG (or other field representing project health)

    • Values: Count

 

 

Content report - Financial Spend by Strategy (Spiderweb)

Financial Spend by Strategy.png

This is similar to the Project Financials by Business Objective report recipe, except for:

  • Data - choose

    • Group By: Strategy (or other field representing strategic or business objective)

    • Values: Actual Cost (or other field representing total cost or spend)

 

Content report - Portfolio Financial Analysis (Column: Basic)

Portfolio Financial Analysis.png

This is similar to the Planned versus Actuals report recipe, except for:

  • General - choose Topic 'Portfolio'
  • Data - choose
    • Left Axis:
      • Budget Cost (or relevant Cost user defined or calculated field)
      • Components Budget Cost (or relevant Forecast Costs user defined or calculated field)
      • Components Budget Cost Variance (or relevant Cost Variance user defined or calculated field)
      • Components Budget Revenue (or relevant Revenue user defined or calculated field)

To change the data field labels, for example from "Budget Cost" to "Budget", within the Left Axis area title select the edit icon for "Show Field Options" and in the resulting "Field Options" modal, edit the field "Display Name".

Screen Shot 2021-02-11 at 5.05.08 PM.png

Screen Shot 2021-02-11 at 5.05.38 PM.png

Content report - Projects Across Portfolios (List: Basic)

Projects Across Portfolios.png

This is the Portfolio Project Status report recipe, include whichever portfolio and project fields are key for your needs.  
Display and Preview

Provide a Container Title if you'd like specific text to appear on the dashboard title bar.

Select to Show run/published as and date information at bottom to help users understand who the dashboard is viewed as and at what time. This is particularly helpful for published dashboards that are initially run as the dashboard publisher at an earlier day/time.


To adjust any dashboard report's headings or variable settings (such as filters) without impacting the original report, within the Preview area select the actions menu in the upper right corner of the report:

actions.png

Scope

Scope: Organization

 

If you want to allow the user to change to a different Scope when viewing, select the checkbox for Allow changing scope When viewing.

Selecting the 'Organization' Scope will cause this report to be available on the Organization report grid so it can be run from there. Select other entity grids you'd like this dashboard to be available from as well.

If you would like this dashboard to be available for selection from users' Home/Overview section, select Home Overview